# Archpoint Investors

> Archpoint Investors is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 151807
- Filed as: ARCHPOINT INVESTORS
- Legal name: Archpoint Investors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151807
- AdvisorCensus page: https://advisorcensus.com/firm/archpoint-investors-coral-gables-fl-151807

## Quick answers

**How is Archpoint Investors compensated?**
On its Form ADV (Item 5.E, October 2026), Archpoint Investors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**How much does Archpoint Investors charge?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Archpoint Investors located?**
Archpoint Investors' principal office is in Coral Gables, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Archpoint Investors registered with the SEC or a state?**
Archpoint Investors is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151807.

**How much does Archpoint Investors manage?**
Archpoint Investors reports $4,133,118,802 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (19% discretionary).

**How have Archpoint Investors' assets and staff changed since 2021?**
In the Form ADV data for Archpoint Investors: Regulatory assets under management: $1,783,314,950 in the October 2021 data and $4,133,118,802 in the October 2026 data, up 132%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Archpoint Investors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); charitable organizations (9); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Archpoint Investors use?**
Archpoint Investors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Archpoint Investors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151807

**What changed in Archpoint Investors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $3,700,657,096 to $4,133,118,802 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Asset-based fee: 1% of assets a year

> As a general rule, a fee of 1% of the total assets to be managed provides the initial point of reference for the fees that will be charged.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,133,118,802
- Discretionary: $791,626,964
- Non-discretionary: $3,341,491,838

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 27 | $3,863,400,600 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $38,140,626 |
| Charitable organizations | 9 | $231,577,576 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (16 years)
- Employees: 11 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- archpointinvestors.com
- LinkedIn @archpoint-investors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,783,314,950 | 6 | June 25, 2021 |
| October 2022 | $2,734,879,027 | 8 | May 3, 2022 |
| October 2023 | $3,109,820,181 | 9 | October 2, 2023 |
| October 2024 | $3,349,409,812 | 9 | September 4, 2024 |
| October 2025 | $3,700,657,096 | 9 | March 6, 2025 |
| October 2026 | $4,133,118,802 | 11 | March 3, 2026 |

Regulatory assets under management: $1,783,314,950 in the October 2021 data and $4,133,118,802 in the October 2026 data, up 132%.
Total employees: 6 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $3,700,657,096 to $4,133,118,802 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Archpoint Investors (CRD 151807): Form ADV filing data as of October 2026.